Create new Aero tasks when Practice Ignition proposals are signed

Let your new clients know how much you value their business and get to work onboarding them as soon as your proposal is accepted. This Zapier automation will create a new task in Aero Workflow as soon as a proposal is accepted in Practice Ignition.

Note: This Zap does not import the new client information into Aero. You can set up another Zap to do that.

How this Practice Ignition-Aero integration works

A proposal is accepted in Practice Ignition.

A task is created in Aero.

Apps involved

Add a new customer to Aero Workflow when a proposal is accepted in Practice Ignition

Save time and eliminate duplicate data entry – and the errors that go along with it. When a proposal is accepted in Practice Ignition, Zapier will automatically add the customer information to Aero. Onboarding new clients has never been easier!

Note: If you are syncing both Practice Ignition and Aero Workflow to your QuickBooks Online account, turning on this Zap may result in duplicate clients

How this Office 365-Aero integration works

Apps involved

Add new Xero customers to Aero Workflow

Keep your Aero Workflow customer list up-to-date. Whenever you add a new customer to Xero, this Zap will automatically add the new customer to Aero as well. Save time and eliminate the mistakes that come with duplicate data entry!

Note: This does not add all of your Xero customers to Aero, only the new ones you add after you set up this Zap.

How this Google Calendar-Aero Workflow integration works

Apps involved

Create Aero Workflow tasks from new labeled emails in Gmail

Make sure you don't lose track of important emails. When you add a label to an email in Gmail (within two days of receiving it), this Zapier integration will automatically create a new task in Aero Workflow for you to follow up on it.

Note: If you're using the Aero-Gmail sync, you can use this Zap to send in emails that didn't meet the sync requirements.

How this Gmail-Aero Workflow integration works

You add a label to an email in Gmail within two days of receiving it

Zapier creates a task in Aero Workflow

Apps involved

Quickly create Aero Workflow tasks with the Push Chrome extension

Don't let those great ideas slip through the cracks! Quickly create a task in Aero Workflow to follow up on later using the Push by Zapier Chrome extension. Once activated, you'll be able to create new tasks in Aero Workflow from anywhere while on the web with the push of button.

Note: You need to have the Push by Zapier Chrome extension installed in order to use this Zapier integration.

How this Push by Zapier-Aero Workflow integration works

Make a Push Zap from your Chrome browser

Zapier creates a task in Aero Workflow

Apps involved

Create emails in Aero Workflow when new Gmail messages are labeled

Do you sometimes wish you could automatically send one-off Gmail messages to Aero Workflow? With this Zapier automation, you can label certain Gmail emails and Zapier will automatically send them to Aero Workflow on a case-by-case basis. That way, you can carry on with your accounting workflows without having to switch back-and-forth between Gmail and Aero to copy over information from your emails.

Note: You must add the label within two days of receiving the Gmail email.

How this Gmail-Aero Workflow integration works

You add a label to an email in Gmail

Zapier creates a new email in Aero Workflow

Apps involved

Create new tasks in Aero Workflow from new Facebook Lead Ads leads

Are you using Aero Workflow to streamline your tasks but also want to keep in touch with your Facebook Lead Ads leads? If so, this integration will automatically add each new Facebook lead as a task in Aero Workflow with the lead's contact information allowing you to quickly follow up instead of manually importing information from a spreadsheet.

Create new tasks in Aero Workflow from new Office 365 emails

Create tasks for you and your team to follow up on later in Aero without leaving your email inbox. When a new email is added to a specific folder in Office 365, this Zap will automatically create a new task in Aero. Now you can rest assured that your emails are being addressed and not forgotten about.

Zapier combines Triggers (like "Get Company Names") and Actions (like "Create Task") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Aero Workflow Triggers, Searches, and Actions are supported by Zapier: